Personalization by persona in Sitefinity CMS

When creating personalization segments in Sitefinity CMS, you can base the segments on any persona that you defined in Progress Sitefinity Digital Experience Cloud. Thus, you can serve personalized content to contacts representing, or associated to, a certain persona.

To do this, when creating a personalization segment in Sitefinity CMS, you:

For each persona, you can see details, such as its name and the distinctive characteristic, for example, John Smith, marketer.

Select the specific persona, on whom to base your new segment.

As a result, any contact associated to this this persona sees the personalized content.

If a contact is associated to more than one persona (passed more than one persona thresholds), you decide what content to deliver to this contact using the segment's priorities. Basically, you choose whether a contact is associated or not associated to a certain persona.

NOTE: If a persona is deleted in Progress Sitefinity Digital Experience Cloud and there is a segment in Sitefinity CMS that is using this persona, you get a message in the list with segments. You see a label that there is a problem with this segment.
If Progress Sitefinity Digital Experience Cloud is connected and used but there are no personas created, persona criteria is still visible in the criteria list but when selected, you see a message that no personas are created yet.